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Burlington, Vermont
Planning

PO Box 335
Shelburne, VT 05482

(802) 985-1566
Financial planning on a hourly basis.
20 Kimball Avenue, Suite 202
South Burlington, VT 05403

(802) 863-1248
In today’s complex world, we are faced with a balancing act between managing our financial lives and living productive and fulfilling personal and business lives. "Simplify your Life - Live your Possibilities" Let us guide you as your Personal CFO.
8 Carmichael Street, Ste. 103
Essex Junction, VT 05452

(802) 879-1010
346 Shelburne Street
Burlington, VT 05401

(802) 863-5534
57 Economou Farm Road
South Burlington, VT 05403

(802) 652-6030
Ron Boucher has been a Financial Advisor with Morgan Stanley Smith Barney since 1986.
600 Blair Park Rd., Suite 331
Williston, VT 05495

(802) 878-6601
Specializes in the design, installation, and administration of tax-qualified Retirement Plans (401(k), Profit Sharing, Pension, TSA, ESOP) and Cafeteria (Section 125) Plans.
110 Main Street, Ste. 102
Burlington, VT 05401

(802) 658-8300 | (866) 658-8300
I am William Walsh, Senior Financial Advisor. I know our financial world is ever-changing. Our mission is to help our clients objectively understand all of their choices so they can make decisions with confidence.
6 Cross Street
Montpelier, VT 05602

(802) 223-5151
905 Roosevelt Hwy, Ste. 220
Colchester, VT 05446

(802) 654-8800
An Ameriprise Platinum Financial ServicesSM practice. Benjamin A. Russell, CFP®, CRPC®, Senior Financial Advisor, is licensed to do certain business with US residents only in the states of AZ, CA, CO, DE, FL, IL, MA, NC, NH, NY, OH, SC, VT.
277 Blair Park Road, Suite 220
P.O. Box 755

Williston, VT 05495

(802) 879-1139
J.A. Milne Wealth Management, Inc. was established to assist clients in achieving their long-term financial goals.
Pierson House, Ste. D-6B
1233 Shelburne Road

South Burlington, VT 05403

(802) 658-0625
As an independent investment company Sopher Investment Mgmt actively manages assets for high net worth individuals, families, foundations and trusts.
176 Battery Street, Ste. 3
Burlington, VT 05401

(802) 861-4300
Kinneston and Associates, Inc. provides comprehensive financial and estate planning, pension and profit sharing plans, 401(k), tax sheltered annuities, business and personal life insurance and long term plans. Donald Kinneston is a Registered Repres
110 Main Street, Suite 401
Burlington, VT 05401

(802) 660-7086
Independent wealth managment firm serving high net worth individuals & families. Our fee-only structure ensures that our client's best interests are always our first priortiy.
20 Kimball Avenue
South Burlington, VT 05403

(802) 846-1264
Stage 2 Planning Partners is a wealth management and business advisory firm.
1233 Shelburne Road, Ste. 420
South Burlington, VT 05403

(802) 865-4900
Pochop Financial Management, Inc., a fee only investment advisory and financial planning firm. Rene received her Bachelor's in Finance from St. Bonaventure University in 1986, and Masters in Management from St. Michaels College in 1992.

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